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Meet the Planners

Since 1976, Certified Financial Group has grown to become one of Central Florida's largest independent financial planning firms.

Providing fee-based financial planning and investment management, our CERTIFIED FINANCIAL PLANNER™ professionals operate under a fiduciary standard. This approach allows for objectivity and avoids a “one size fits all” product solution.

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"On The Money"

Hosting "On The Money", one of Central Florida's most listened to financial call-in radio programs, our CERTIFIED FINANCIAL PLANNER™ professionals answer your financial questions. Tune in Saturdays at FM 96.5 News/Talk WDBO radio.

Listen to the latest "On the Money" programs here.

Get a Second Opinion

How healthy is your portfolio? Investors are trying to make sense of an unprecedented economic earthquake that has left them feeling blindsided and unsure about their financial future like never before.

Isn’t it time to take control of your financial future and get a Second Opinion on where you are headed?

Click here to find out more.

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Certified Advisory Corp · Certified Benefits Corp · Certified Insurance Corp

1111 Douglas Avenue • Altamonte Springs, FL 32714 • 407.869.9800

All practitioners are registered representatives of either Maitland Securities, Inc., TransAm Securities, Inc. or both - Members FINRA, SIPC
Fee-Based Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm
Employee Benefits Planning through Certified Benefits Corp - Insurance Planning through Certified Insurance Corp
Click Here for states that our various member firms are registered in to offer Securities.
Certified Advisory Corp and TransAm Securities, Inc. are members of the Protocol for Broker Recruiting.

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